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Core Team

Wendy Z. Cox, J.D., CTFA

Vice President, Director of Personal Trust

Wendy’s responsibilities include providing fiduciary expertise and practical trust insights for all Delaware fiduciary matters. Her role includes coordinating planning strategies with other professional advisors, such as tax advisors or estate planning attorneys. She is also responsible for day-to-day account oversight, fiduciary compliance and directing our team of trust officers to ensure our clients receive remarkable service. Wendy practiced law for 16 years in the areas of probate and trust litigation, complex probate and trust administration, preparation of estate, fiduciary and gift tax returns, and drafting estate planning and business succession documents. She earned her B.A. and J.D. from the University of Michigan. Wendy is a designated Certified Trust and Financial Advisor.

Dawn Moore

Senior Trust Officer

Dawn is responsible for day to day trust administration and fiduciary compliance in the state of Delaware. She has over 20 years’ experience in trust and estate administration on behalf of individuals and families at all stages of life. Dawn’s background includes specialty assets, family office operations and management of middle office operations. Dawn is a graduate of Wesley College, and Cannon Trust School.

Curtis Wycliffe

Trust Associate

Curtis is responsible for day-to-day trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for his clients. Curtis obtained his associate’s degree, and is currently pursuing his bachelor’s degree from Wilmington University. He brings over 20 years of financial services experience with nearly a decade of trust administration experience.

Executive Council

Thomas L. Drews, CSOP

Chief Operating Officer

Tom holds the position of Chief Operating Officer of Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. Tom is responsible for Greenleaf Trust Delaware’s Operations, Information Services and Compliance posture. In addition, he is responsible for Greenleaf Trust’s Operations and Business Information Services Divisions consisting of account administration, cash and securities processing, tax reporting, data and systems infrastructure, and information security. Tom has over 25 years of leadership experience with several service and global manufacturing companies. He holds a bachelor’s degree in accounting from Michigan State University, and has earned his Certified Securities Operations Professional (CSOP) designation.

James W. Gray, CFA

Chief Strategy Officer

Jim holds the position of Chief Strategy Officer of Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. He works closely with other members of Greenleaf Trust Delaware’s Executive Council in creating, communicating, executing and sustaining the company’s strategic plan. Jim has led Greenleaf Trust’s Research, Wealth Management and Personal Trust Divisions. He has an extensive background in investments, global banking and manufacturing, which includes nearly two decades at Whirlpool Financial Corporation and Whirlpool Corporation. He serves on the Investment Committee of the Western Michigan University Foundation Board. Jim earned a degree in finance from the University of Southern Indiana, and he is a member of the CFA Institute and the CFA Society of West Michigan.

William D. Johnston

Chairman

As Chairman, Bill focuses on culture, vision, mission and high-level strategies for Greenleaf Trust Delaware. In addition, he is Chairman of Greenleaf Financial Holding Company (the sole owner of Greenleaf Trust Delaware and Greenleaf Trust), Greenleaf Trust, Greenleaf Hospitality, Inc. and Catalyst Development Company, LLC. Bill serves as trustee of Western Michigan University, and of the Genevieve and Donald S. Gilmore Foundation. He also serves on the board of directors of Southwest Michigan First Economic Development Corporation, Bronson Healthcare Group, HUMANeX, Special-Lite Corporation and the Western Michigan University Foundation. He earned his bachelor’s and master’s degrees from Western Michigan University.

Steve McKiddy

Chief Financial Officer

Steve provides financial guidance and broad counsel to the Executive Leadership Team at Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. He leads the finance and accounting organization and directs the company’s fiscal functions in accordance with regulatory and governing requirements. Steve also collaborates with the Board of Directors, President, and members of the Executive Council on capital allocation, long range planning, and risk management. He has over 20 years of leadership experience, primarily with complex multi-national firms, and has served extensively as a financial executive in both customer and operationally oriented roles. Steve holds a bachelor’s degree in business and accounting from Miami University.

Michael F. Odar, CFA

President and Chief Executive Officer

Mike holds the position of President & Chief Executive Officer of Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. Since joining Greenleaf Trust (a Michigan non-deposit trust bank) in 1999, he has served as senior research analyst, director of research, director of wealth management, and senior executive vice president of strategic initiatives. Mike was named President of Greenleaf Financial Holding Company upon its founding in 2017. Mike serves on the Bronson Healthcare Group Board of Directors and is Vice Chair of the Bronson Healthcare Group Finance Committee. Mike earned his degree in finance from Michigan State University and completed the Advanced Management Program at the University of Chicago Booth School of Business. He is a CFA® charterholder.

Dan J. Rinzema, CFA, CFP®

Chief Client Officer

Dan holds the position of Chief Client Officer of Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. Dan is responsible for directing Greenleaf Trust Delaware’s overall client experience strategy, as well as leading the client centric team. He builds the voice of our clients into all facets of the firm and embeds client service standards into our culture. Under Dan’s leadership, the client centric team executes its daily mission to provide remarkable client service through the delivery of fiduciary excellence, holistic wealth management, advanced financial planning and proactive client care. Dan has over ten years of experience in the financial services industry, is a graduate of Calvin College, and received an M.B.A. with distinction from the University of Iowa. He is a CFA® charterholder and has earned the CERTIFIED FINANCIAL PLANNER™ certification.